¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 4,078 fondos (~46%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Blueline Advisors
Exeter,
New Hampshire
| USD 142 M | -USD 2.52 M | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|
| 3502 |
3502
NorthAvenue LLC
Columbus,
Ohio
| USD 142 M | +USD 2.2 M | +2% | 0.72% | – | 316 | 14.87% | 0.7 |
|
| 3503 |
PM
3503
Parametrica Management
Wanchai,
Hong Kong
| USD 142 M | +USD 14.2 M | +11% | 2.07% | 543% | 35 | 60% | 1 |
|
| 3504 |
3504
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 142 M | -USD 562 k | -0.4% | 0.6% | 71.9% | 112 | 8.93% | 3.8 |
|
| 3505 |
RHDIC
3505
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 142 M | +USD 11.3 M | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 3506 |
3506
LifePlan Financial
Mankato,
Minnesota
| USD 141 M | -USD 1.51 M | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 3507 |
MCM
3507
Magnolia Capital Management
Cold Spring,
New York
| USD 141 M | -USD 3.67 M | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 3508 |
3508
Rhodes Investment Advisors
Fort Worth,
Texas
| USD 141 M | +USD 5.11 M | +4% | 4% | – | 141 | 21.99% | 0.6 |
|
| 3509 |
3509
Western Reserve Capital Management
Hudson,
Ohio
| USD 141 M | +USD 6.09 M | +5% | 1.32% | – | 54 | 1.85% | 0.7 |
|
| 3510 |
3510
Tortuga Wealth Management
Torrance,
California
| USD 141 M | +USD 9.01 M | +7% | 5.36% | – | 146 | 10.96% | 0.6 |
|
| 3511 |
3511
Sherman Wealth Management
Gaithersburg,
Maryland
| USD 141 M | +USD 7.94 M | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 3512 |
3512
Daytona Street Capital
Saint Louis,
Missouri
| USD 141 M | +USD 3.61 M | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 3513 |
3513
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| USD 140 M | +USD 844 k | +0.6% | 3.13% | – | 104 | 6.73% | 0.7 |
|
| 3514 |
3514
WealthPoint Financial
Cramerton,
North Carolina
| USD 140 M | +USD 3.06 M | +2% | 0.63% | – | 133 | 10.53% | 0.7 |
|
| 3515 |
3515
Partnership Wealth Management
Towson,
Maryland
| USD 140 M | -USD 7.78 M | -5% | 1.26% | 67.6% | 69 | 5.8% | 2.4 |
|
| 3516 |
UFA
3516
Uptown Financial Advisors
Dallas,
Texas
| USD 140 M | -USD 11.8 M | -8% | 0.5% | – | 93 | 22.58% | 1.5 |
|
| 3517 |
3517
North Capital
Salt Lake City,
Utah
| USD 140 M | +USD 7.7 M | +6% | 0.9% | – | 111 | 21.62% | 1.2 |
|
| 3518 |
3518
Perkins Capital Management
Wayzata,
Minnesota
| USD 140 M | +USD 7.05 M | +5% | 13.5% | 389% | 91 | 17.58% | 5.2 |
|
| 3519 |
NA
3519
Nearside Advisors
Indianapolis,
Indiana
| USD 140 M | – | – | 1.05% | – | 47 | – | 0 |
|
| 3520 |
FF
3520
Fox Financial
Wyomissing,
Pennsylvania
| USD 140 M | -USD 3.69 M | -3% | 0.35% | 78.9% | 15 | 26.67% | 2.1 |
|
| 3521 |
3521
Fairman Group
Chesterbrook,
Pennsylvania
| USD 140 M | +USD 12.4 M | +10% | 6.41% | 46.8% | 345 | 7.54% | 1.9 |
|
| 3522 |
3522
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 140 M | +USD 11.3 M | +9% | 4.21% | – | 181 | 20.99% | 0.6 |
|
| 3523 |
ICMP
3523
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 139 M | -USD 3.83 M | -3% | 1.35% | 39.7% | 66 | 13.64% | 2.9 |
|
| 3524 |
ACM
3524
Appalachian Capital Management
St Clairsville,
Ohio
| USD 139 M | +USD 1.55 M | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 3525 |
3525
Legacy Advisory Services
Exton,
Pennsylvania
| USD 139 M | -USD 2.72 M | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|